Finance & Investment Affinity Group: Late Cycle Investments

Join us for the next breakfast program of CNJG’s Finance & Investment Affinity Group. We are pleased to have Caleb Croquart, National Investment Director from PNC Institutional Advisory Solutions to lead our discussion.

The United States is currently experiencing what is likely to become the longest economic expansion in history, however all good things come to an end. With the economy in the late stages of the business cycle, it’s critical for Foundations to prepare for how factors like inflation, active management, the recent dominance of growth investing (FAANG’s), the structural shift in interest rates, and short-fall risk may impact their portfolios in the future. Please join us for a discussion on these key issues and how your organizations can prepare your portfolios for the road ahead.